Build a Better Retirement


Index Funds Advisors (IFA) is a fee-only independent financial advisor that provides wealth management by utilizing risk-appropriate, returns-optimized, and tax-managed portfolios of index funds. IFA founder, Mark Hebner and the team at IFA have done extensive research as shown on this web site and the #1 ranked book on index funds. This research leads our clients to the optimal money management strategy, net of our advisory fees and taxes. IFA completely avoids the futile, speculative, and unnecessary cost-generating activities of stock, time, manager, and style picking. Instead, our investment strategy employs a disciplined, quantitative approach, emphasizing broad diversification and consistent exposure to the structural trends of publicly traded markets around the world, with an overweighting of small and value priced companies. In short, we invest in capitalism.

The IFA advice is based on the highly respected research indexes designed by Eugene Fama and Kenneth French and documented in their empirical and peer-reviewed publications. The two professors rank #1 and #2 on total downloads per paper among 10.5 million downloads on the Social Sciences Research Network. Our current and independent advice incorporates 80 years of IFA Indexes and Indexfolio risk and return data, third generation index fund designs and 25 years of refined passive trading techniques employed by Dimensional Fund Advisors (DFA.) IFA does not accept payments from DFA or from any other recommended investments. IFA is exclusively paid by its 2,000+ clients for its advice on the optimal wealth management of approximately $1billion of assets under management, as of July 2007.
 

Invest with peace of mind

Stock market volatility is nothing new. But that can be little comfort when you watch your retirement savings ebb and flow, and question whether or not you are making the best choice for your retirement plan.

How should you be invested?

How much can you expect to take each year from your retirement portfolio?

How do you stay ahead of inflation without taking too much risk in retirement?

How do you roll over your IRA or 401(k)?

These are important questions, and they demand answers. While there’s no shortage of available information, it’s important that you are equipped with the tools that will help you make the most of your retirement assets.

Join Dave Porter, IFA Investment Advisor Representative, for a live educational web workshop that will show you how to invest with peace of mind for a better retirement:

This 30 minute workshop will reveal:

  • Investing Science, Not Speculation — You can invest in portfolios that implement the most up-to-date research from renowned financial experts Eugene Fama and Kenneth French — learn which risk factors pay off and why

  • 20 Unique Index Portfolios that incorporate the findings of Nobel-prize winning economists peer-reviewed and unbiased experts that offer sound research regarding diversification and risk/reward hypotheses

  • Risk/Reward Optimization — Plot your ideal portfolio and learn its expected return based on 80 years of risk and return data — what can you expect to have when you retire, and how much you need to save to get there

  • Double Diversification — Global diversification across multiple asset classes along with time diversification enables you to invest in risk-appropriate portfolios that diminish portfolio risk over specific timeframes.

Take 30 minutes to get the answers to your important questions. And learn how to build a better retirement.

 

Explore ifa.com


The 12-Step Program

IFA President Mark Hebner's comprehensive overview of the pitfalls of active management and the superior returns of risk-appropriate Index Portfolios.

Learn more 		Benchmark Your Portfolio

How does your portfolio stack up?

Compare your current portfolio against IFA's 20 unique Index Portfolios and 15 Indexes.

Learn more		 Introduction to Index Portfolios

Take a look at 80 years of historical risk and return data for 20 unique risk capacity-adjusted Index Portfolios.

Learn more		 Library


Hundreds of articles, charts, audio, video, research reports, and studies deliver a comprehensive education for the Science of Investing

Learn more		 About IFA


Learn more about the company that implements Nobel-Prize winning strategies to deliver risk-optimized returns to more than 1,000 clients with over $1 billion under management.

Learn more

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This site is for the use of clients and potential clients of Index Funds Advisors, Inc. and the IFA Network Members. It is not to be used by any other investment advisor or investment professional as an information/marketing materials source, asset allocator, risk capacity or risk tolerance assessment, or for any other purpose. If your financial advisor is using this site without a license from Index Funds Advisors, Inc., they are violating our copyright and their ethics are highly in question. The right to download, store and/or output any material on this internet site, or the Index Funds: The 12-Step Program for Active Investors eBook, is granted for viewing use only and this grant only applies to clients and potential clients of Index Funds Advisors, Inc. and the IFA Network Members. Reproduction or editing by any means, mechanical or electronic, in whole or in part, without the express written permission of Index Funds Advisors, Inc. is strictly prohibited and subject to prosecution under U.S. and International copyright and trademark laws.

DISCLAIMER: THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED INTERNET SITE. At certain places on this Index Funds Advisors Internet site, live 'links' to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of Index Funds Advisors. Index Funds Advisors does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Index Funds Advisors.Your use of this site is acknowledgment that you have read and understood the full disclaimer. Past performance does not guarantee future results.

WARNING: Past performance does not guarantee future results. Investment returns and principal value will fluctuate, so that investors' shares, when sold, may be worth more or less than their original cost. Investing in any mutual fund, index or actively managed, does not guarantee that an investor will make money, avoid losing capital, or indicate that the investment is risk-free. Actively managed funds sometimes outperform index funds. You just don't know in advance which actively managed fund will outperform the appropriate index. Just because a mutual fund is an index mutual fund, it does not guarantee a performance superior to an actively managed mutual fund. There are no absolute guarantees in investing. When reviewing any backtested performance information on this internet site, please read the Disclosure for Backtested Performance Information (click here to read the Disclosure for Backtested Performance Information.)

Index Funds Advisors, Inc.No Active Funds
Index Funds Advisors, Inc. — 19200 Von Karman Ave., Suite 150  —  Irvine, CA 92612  
Call Toll Free: 888-643-3133 — Local Phone: 949-502-0050  —  Fax: 949-502-0048 — Email: info @ ifa . com
For several other offices and representative locations, see About Us.